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State Street SPDR Portfolio MSCI Global Stock Market ETF

135 hedge funds and large institutions have $620M invested in State Street SPDR Portfolio MSCI Global Stock Market ETF in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 54 increasing their positions, 34 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

59% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 34

6% more capital invested

Capital invested by funds: $586M → $620M (+$34.5M)

5% more funds holding

Funds holding: 129135 (+6)

4.87% less ownership

Funds ownership: 74.51%69.65% (-4.9%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
135
Holders Change
+6
Holders Change %
+4.65%
% of All Funds
1.94%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
14
Increased
54
Reduced
34
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AP
51
Americana Partners
Texas
$1.05M +$4.34K +70 +0.4%
FAIM
52
Financial Advocates Investment Management
Washington
$1.04M +$100K +1,621 +11%
MFG
53
Merit Financial Group
Georgia
$1.02M
CPIG
54
Chicago Partners Investment Group
Illinois
$948K +$25.2K +406 +3%
RA
55
RFG Advisory
Alabama
$852K +$186 +3 +0%
FPW
56
Flagship Private Wealth
Massachusetts
$847K -$45.2K -730 -5%
RJFSA
57
Raymond James Financial Services Advisors
Florida
$836K +$133K +2,144 +20%
IWP
58
IAG Wealth Partners
Wisconsin
$784K +$79K +1,275 +12%
WA
59
Waverly Advisors
Alabama
$748K +$45.1K +728 +7%
JP Morgan Chase
60
JP Morgan Chase
New York
$736K +$191K +3,074 +37%
PTC
61
Private Trust Company
Ohio
$679K -$27.7K -447 -4%
CKAIS
62
Christensen King & Associates Investment Services
Washington
$675K -$61.7K -996 -9%
FWA
63
FSM Wealth Advisors
Ohio
$654K +$10.5K +169 +2%
CAPTRUST Financial Advisors
64
CAPTRUST Financial Advisors
North Carolina
$653K -$85.4K -1,378 -12%
Stifel Financial
65
Stifel Financial
Missouri
$648K +$6.63K +107 +1%
PFA
66
Professional Financial Advisors
Nebraska
$631K -$30.4K -491 -5%
APWA
67
Atlas Private Wealth Advisors
New Jersey
$611K
ECG
68
Edge Capital Group
Georgia
$579K
Cetera Investment Advisers
69
Cetera Investment Advisers
Illinois
$567K +$69.3K +1,118 +15%
SWIG
70
Strategic Wealth Investment Group
Kentucky
$567K +$547K +8,821 New
NECFA
71
New England Capital Financial Advisors
Connecticut
$551K +$74.4K +1,201 +16%
SWM
72
Spire Wealth Management
Virginia
$457K
GWAG
73
Garrett Wealth Advisory Group
Texas
$450K +$27.5K +444 +7%
PCMC
74
Planning Capital Management Corporation
Pennsylvania
$445K
BW
75
BIP Wealth
Georgia
$445K

SPGM Hedge Fund Activity: Q3 2024 in Review

135 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) for Q3 2024, worth a combined $620M — up 5.9% from $586M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SPGM positions and 7 closed out — a net gain of 7 holders — while 54 added to existing stakes and 34 trimmed.

The largest buyer was Empowered Funds, opening a new position worth an estimated $7.4M. The largest seller was CX Institutional, cutting an estimated $13M.

  • 135 institutional investors held State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) as of Q3 2024, up from 129 in Q2 2024.
  • Funds reported $620M of State Street SPDR Portfolio MSCI Global Stock Market ETF stock for Q3 2024, up 5.9% quarter-over-quarter.
  • 14 funds opened new State Street SPDR Portfolio MSCI Global Stock Market ETF positions in Q3 2024 and 7 closed out, a net change of +7 holders.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF buyer in Q3 2024 was Empowered Funds, an estimated $7.4M added.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF seller in Q3 2024 was CX Institutional, an estimated $13M sold.

Based on aggregated 13F filings for Q3 2024.